RW

REDW Wealth Portfolio holdings

AUM $251M
1-Year Est. Return 11.69%
This Quarter Est. Return
1 Year Est. Return
+11.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.13M
3
+$917K
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$823K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$760K

Top Sells

1
+$2.36M
2
+$2.11M
3
+$1.43M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.09M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M

Sector Composition

1 Technology 5.94%
2 Financials 2.29%
3 Consumer Discretionary 1.42%
4 Industrials 1.06%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$130K 0.04%
10,650
-1,452
152
$81.3K 0.02%
5,000
153
– –
-3,249
154
– –
-3,107
155
– –
-6,653
3 4 5 6
7